Know Your Options

 

 

Independent

   Firms
 
 
   Brokers
 
 

Brokers in today's environment face many challenges.  The landscape in the brokerage industry has changed dramatically and producers owe it to their clients to perform a

 certain amount of due diligence.

The professionals at CSG Recruiting can assist you in this process.  We can help you determine which firms offer the products, technology and services that may be best suited for your business model.  CSG represents the premier firms in the industry and will offer an unbiased opinion of your available options.

The firms we represent fall into the following categories:

Independence*

  • Better platforms and products

  • Technology

  • Support

  • Freedom to call your own shots

  • Higher Payouts

  • Greater focus on your clients

  • Growth of your practice

  • Meaningful exit strategy

  • Self-branding

  • Positive Name recognition

  • Transition packages to buy you out of your retention contract and start-up your practice

  • Myriad's support to guide you through the start-up limiting your time and exposure*

Wirehouses

  • Name Recognition

  • 160% - 240% transition packages

Regionals

  • More Personal Feel

  • Flexibility

  • 80% - 120% transition packages

Banks

  • Referrals from Bank Customers

  • Payouts around 30%

  • Salary / Bonus Structure

Each model has its benefits and we are committed to assisting you in finding the best solution.  Our consultants will walk you through every step of the process; help you negotiate the very best package available, get answers to all of your questions, and counsel you on the best methods of informing your clients about your move, the advantages to them and how to take them with you.

 

*CSG Recruiting is a Strategic Partner of Myriad Advisor Solutions - Independent practice start-up simplified.